Tableau Connector for Workday

Build 20.0.7740

Investors

Contains data for the Investor, including ID, Name, Contact Information, Settlement Bank Account, Alternate Names, and Attachment data.

Columns

Name Type References Description
Investor_Reference_ID String Reference ID for the Investor object
Investor_Name String Name for the Business Entity this Investor is linked to
Tax_Authority_Form_Type_Reference_WID String Contains a unique identifier for an instance of an object.
Tax_Authority_Form_Type_Reference_Tax_Authority_Form_Type String Contains a unique identifier for an instance of an object.
Investor_Is_1099_Payee Bool Flag to determine if the Investor is a 1099 Payee.
Investor_Taxpayer_ID_Number_Type_Reference_WID String Contains a unique identifier for an instance of an object.
Investor_Taxpayer_ID_Number_Type_Reference_Taxpayer_ID_Number_Type_ID String Contains a unique identifier for an instance of an object.
Tax_Document_Date Date This is the date the Tax Document (e.g. W-9, etc) was received.
Default_Payment_Type_Reference_WID String Contains a unique identifier for an instance of an object.
Default_Payment_Type_Reference_Payment_Type_ID String Contains a unique identifier for an instance of an object.
Investor_Security_Segment_Reference String References to Investor Security Segments this Investor belongs to.
Business_Entity_Name String Business Entity Name is the name for the business entity. Business entities can not be duplicated across different business entity types, ie: a Customer can not have the same name as a Financial Institution unless they share the Business Entity.
Business_Entity_Phonetic_Name String Business Entity Furigana
Business_Entity_Tax_ID String Business Entity Tax ID
External_Entity_ID String External Entity ID. The External Entity ID can be used as a non unique reference to the same Business Entity in an external system.
Address_Data String Address information
Phone_Data String Phone Information
Email_Address_Data String Email Address Information
Instant_Messenger_Data String Instant Messenger Information
Web_Address_Data String Web Address Information
Filename String Text attribute identifying Filename of the Attachment.
Image String File content in binary format.
Settlement_Account_Data String Bank Account Type becomes required when using v30.1 of the web service.
Alternate_Name_Data String Business Entity Alternate Name Data
Attachment_Data String Encapsulating element containing all Business Document Attachment data.

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Build 20.0.7740